Ellis James Partners Ltd

SJP Administrator - Fully Remote (UK-based) £28,000 - £30,000 Work from home, stay connected, and build your career with one of the UK's most respected advice firms. If you're an experienced financial planning or SJP administrator who's craving flexibility without losing the team feel - this role could be exactly what you've been looking for. You'll join a supportive, close-knit team that believes remote doesn't have to mean distant - just well organised, well connected, and focused on doing brilliant work for clients. Why this role You'll play a key role in supporting the firm cross all aspects of client administration - from onboarding and valuations to review packs and client servicing. This is a firm that runs smoothly because its support team does things properly: thorough processes, genuine collaboration, and high standards without the micromanagement. It's ideal for someone who takes pride in their work, enjoys structure, and wants the freedom to manage their day their way. What's different 100% remote - no commute, no office politics Still part of a genuine team culture with daily contact and shared success A respected Partner Practice that invests in training, systems, and your development A healthy balance of autonomy and support you'll be trusted to get things done Scope to progress into paraplanning or operations for those who want to grow Your role What you'll be doing: Acting as the main point of contact for clients and providers, dealing with general enquiries and chasing information where required Providing a high level of administrative support to advisers while maintaining excellent customer service standards Submitting new business and fund transfers through bespoke systems Preparing and processing documentation for pensions, investments and protection cases Managing Salesforce CRM records and ensuring all client information is kept up to date Supporting advisers with fund switches, financial calculations, and client reports Ensuring all business is processed efficiently and in line with compliance standards What you'll need Previous experience in an SJP or financial planning administration role High attention to detail and strong organisational skills Excellent written and verbal communication Comfortable working remotely and managing your own workload Proactive, reliable, and solutions-focused Perks & lifestyle Fully remote working (UK-based) Flexible hours around core business times 25+ days holiday + bank holidays Support with training and qualifications Tech setup provided and ongoing team support Genuine work-life balance in a culture built on trust Sound like you? If you're looking for a remote SJP role where you can make an impact, feel valued, and still be part of a team that's going places - this could be your perfect next step. Hit apply or message us in confidence to find out more.

Marketing & Project Assistant - Braintree £26,000 - £32,000+ A chance to shape campaigns, build your marketing career, and make a visible impact in a growing financial advice firm. If you're creative, organised, and ready to take your next step in marketing - this role gives you the platform to do it. You'll be part of a growing team where ideas are valued, projects move quickly, and your work genuinely makes a difference to both clients and colleagues. Why this role You'll join an established advice firm that genuinely values fresh thinking. The marketing function is evolving - and this role puts you right at the centre of it. From shaping digital campaigns and managing social media, to coordinating events and improving client communications, you'll get to see your work make a real difference every week. Whether you're: Already experience looking to take ownership, An IFA administrator who wants to pivot into marketing, or A Marketing Graduate ready to turn theory into results - this is the kind of role that grows with you. What's different You'll have direct access to senior leadership - no layers, no waiting to be noticed The freedom to bring ideas and creativity to the table A genuinely varied mix of marketing, communications, and project work Support to develop your skills across content, strategy, and campaign delivery Financial services experience helps, but curiosity and initiative matter more Your role What you'll be doing: Helping plan and deliver marketing campaigns across digital and print Creating social media content (LinkedIn, Instagram, Facebook, X, YouTube) Supporting newsletters, market updates, and event communications Managing website updates and brand consistency Coordinating client and team events end-to-end Tracking project timelines, deliverables, and marketing performance Maintaining CRM data and segmenting audiences for targeted campaigns Liaising with external designers, printers, and suppliers Bringing ideas to improve client experience and engagement What you'll need A keen interest or experience in marketing, project coordination, or administration. Ideally a marketing/comms degree and a hunger to learn Strong organisational and communication skills Confident using Microsoft Office and Canva (or Adobe Express) Experience with social media management and email marketing tools (Mailchimp, Salesforce, etc.) Eye for detail and creativity, balanced with accountability and follow-through A proactive, positive approach - someone who makes things happen Perks & lifestyle Full-time role (Monday-Friday, 9am-5pm) Collaborative team and supportive leadership Huge variety day-to-day - no two weeks will look the same Exposure across marketing, operations, and project delivery Opportunities for professional development and progression Ready to build your marketing career? If you want a role where you'll learn fast, get creative, and see your ideas come to life - this is it. Hit apply or message us for a chat - we'd love to hear your story.

Microsoft Engineer - Bristol £35,000 - £45,000 Join the team that's reshaping tech from the inside out. Sick of being one of a hundred voices in IT, where your ideas never see the light of day? This is your chance to help re-engineer a well-established financial services business from the ground up - and actually see the difference you make. Why this role Our client have built one of the most respected names in Wealth, Mortgages and Accountancy. Now, they're investing in something big, modernising their entire technology environment. You'll be part of that journey from the start, working directly alongside their new Head of Technology to shape how the business uses Microsoft tools. Think automation, smarter collaboration, and streamlined systems - all designed to help hundreds of people work more efficiently, securely and intelligently. This isn't about maintaining what's already there. It's about improving it - fast - and having the freedom to test, build, and implement your own ideas. What's different You'll join at a rare inflection point - a well-established firm with a brand-new in-house tech vision Work directly with a Head of Tech who actually wants your input, not just your execution Ideal for someone stepping up from a 2nd Line Support background, ready to grow and take ownership Make visible, lasting impact across all divisions - Wealth, Mortgages and Accountancy Be part of a growing department where your role can evolve as the function scales - your career can move with it The role What you'll be doing: Developing, deploying and optimising the Microsoft technology stack, especially Microsoft 365 Supporting and advising teams across all business areas Driving automation and efficiency through modern workplace tools Working with external providers to maximise ROI on tech investments Shaping and executing technical strategies that deliver secure, scalable solutions What you'll need Strong experience with Microsoft 365 Knowledge of Intune and Autopilot Familiarity with Entra AD, conditional access and DLP Familiarity with the Microsoft Power Platform (Power Apps, Power Automate, Power BI) A natural problem-solver who enjoys improving systems and processes Ideally, relevant Microsoft certifications Perks & lifestyle Up to £45,000 + generous annual bonus scheme 30 days holiday + bank holidays + Christmas shutdown Study support (financial + time to study during work hours) Day off for your birthday BUPA Employee Assistance Programme Contributory pension + sick pay Referral bonuses + optional community involvement via the charity foundation Ready to make an impact? If you're looking for a role where your ideas will actually shape the future of tech inside a trusted financial brand - this is it. Hit apply or message us for a chat in confidence.

Financial Adviser Employed London Stable salary. No threshold. 50% paid on all initial fees. Ready-made client bank. If you re looking for a role where you can grow your career without the stress of chasing leads or worrying about thresholds - this is it. This firm has created the kind of environment advisers actually want to work in: AUM ready and waiting (from £40m upwards depending on experience) Salary directly linked to AUM (£40k £100k+) 50% paid on all initial fees no thresholds to worry about Full admin + paraplanning support so you can focus on clients, not paperwork Tech that makes your job easier (FE Analytics, Voyant, CRM systems) Training and development to get you to Chartered (if you re not there already) What the role looks like: You ll be taking on an established client bank, building strong relationships, and helping people achieve their goals across investments, pensions, protection, estate planning and more. You ll review, advise, and grow both your clients portfolios and your own career. With ongoing referrals and lead generation support, plus the freedom to grow your own network, you ll have everything you need to succeed. What we re looking for: Level 4 Diploma as a minimum (CII/CISI) + SPS in place A few years experience advising, with confidence across pensions, investments + tax planning Someone client-focused, ethical, and motivated to keep developing Why this role? Because it gives you balance: security of a stable salary , upside from 50% of initial fees , and the backing of a team who want you to thrive.

Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.